How do I install the Fondo Core Workflow A skill?

Run npx skillmds@latest add jeremylongshore/fondo-core-workflow-a in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Fondo Core Workflow A safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Fondo Core Workflow A?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Fondo Core Workflow A free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Fondo Core Workflow A?

jeremylongshore (@jeremylongshore) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Fondo Core Workflow A by jeremylongshore

Name: Fondo Core Workflow A
Rating: 4.2 (5 reviews)
Author: jeremylongshore

Fondo Core Workflow A

'Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo month close", "fondo financial reports". '

File contents

Fondo Core Workflow A: Monthly Bookkeeping

Overview

The primary Fondo workflow: automated monthly bookkeeping close. Fondo's CPA team handles reconciliation, categorization, and financial statement preparation. Your role is to answer questions and review deliverables.

Monthly Close Timeline

Day	Activity	Who
1-5	Bank and payroll data syncs	Automated
5-10	Transaction categorization and reconciliation	Fondo CPA team
10-15	Review questions sent to you	Fondo CPA team
15-20	You answer categorization questions	You
20-25	Financial statements prepared	Fondo CPA team
25-30	Reports delivered to dashboard	Automated

Deliverables

Financial Statements (Monthly)

Report	Contents	Use Case
Income Statement (P&L)	Revenue, COGS, operating expenses, net income	Board meetings, fundraising
Balance Sheet	Assets, liabilities, equity	Financial health snapshot
Cash Flow Statement	Operating, investing, financing activities	Burn rate analysis
General Ledger	All transactions with GL codes	Audit trail
Accounts Payable Aging	Outstanding vendor bills	Cash management

Key Metrics (Auto-Calculated)

Dashboard > Financial Overview

Monthly Burn Rate:     $85,000
Runway (months):       14.2
MRR:                   $12,500
Gross Margin:          72%
R&D Spend:             $62,000 (73% of opex)
Headcount Cost:        $58,000

Answering Fondo Questions

Dashboard > Messages > Open Items

Common questions:
Q: "What is the $2,500 payment to Acme Corp?"
A: "Software license for our dev tooling" → Category: Software/R&D

Q: "Is the $15,000 transfer to savings an investment?"
A: "No, just parking cash" → Category: Transfer (non-taxable)

Q: "Should contractor payments to John Doe be R&D?"
A: "Yes, he writes code for our product" → R&D qualified

Error Handling

Issue	Solution
Late close (past 25th)	Prioritize answering open questions
Unexpected expense spike	Review Dashboard > Transactions for anomalies
Revenue not matching Stripe	Check Stripe connection in Integrations
Missing payroll entry	Verify payroll provider sync status

Resources

Fondo Dashboard
Understanding Financial Statements

Next Steps

For R&D tax credit workflow, see fondo-core-workflow-b.

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/fondo-core-workflow-a/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a/SKILL.md

---name: fondo-core-workflow-adescription: 'Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo month close", "fondo financial reports". '---# Fondo Core Workflow A: Monthly Bookkeeping## OverviewThe primary Fondo workflow: automated monthly bookkeeping close. Fondo's CPA team handles reconciliation, categorization, and financial statement preparation. Your role is to answer questions and review deliverables.## Monthly Close Timeline| Day | Activity | Who ||-----|----------|-----|| 1-5 | Bank and payroll data syncs | Automated || 5-10 | Transaction categorization and reconciliation | Fondo CPA team || 10-15 | Review questions sent to you | Fondo CPA team || 15-20 | You answer categorization questions | You || 20-25 | Financial statements prepared | Fondo CPA team || 25-30 | Reports delivered to dashboard | Automated |## Deliverables### Financial Statements (Monthly)| Report | Contents | Use Case ||--------|----------|----------|| Income Statement (P&L) | Revenue, COGS, operating expenses, net income | Board meetings, fundraising || Balance Sheet | Assets, liabilities, equity | Financial health snapshot || Cash Flow Statement | Operating, investing, financing activities | Burn rate analysis || General Ledger | All transactions with GL codes | Audit trail || Accounts Payable Aging | Outstanding vendor bills | Cash management |### Key Metrics (Auto-Calculated)```Dashboard > Financial OverviewMonthly Burn Rate: $85,000Runway (months): 14.2MRR: $12,500Gross Margin: 72%R&D Spend: $62,000 (73% of opex)Headcount Cost: $58,000```## Answering Fondo Questions```Dashboard > Messages > Open ItemsCommon questions:Q: "What is the $2,500 payment to Acme Corp?"A: "Software license for our dev tooling" → Category: Software/R&DQ: "Is the $15,000 transfer to savings an investment?"A: "No, just parking cash" → Category: Transfer (non-taxable)Q: "Should contractor payments to John Doe be R&D?"A: "Yes, he writes code for our product" → R&D qualified```## Error Handling| Issue | Solution ||-------|----------|| Late close (past 25th) | Prioritize answering open questions || Unexpected expense spike | Review Dashboard > Transactions for anomalies || Revenue not matching Stripe | Check Stripe connection in Integrations || Missing payroll entry | Verify payroll provider sync status |## Resources- Fondo Dashboard- [Understanding Financial Statements](https://fondo.com/blog)## Next StepsFor R&D tax credit workflow, see `fondo-core-workflow-b`.---**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/fondo-core-workflow-a/SKILL.md`**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a/SKILL.md`

Frequently asked questions